Are you an expert, a freelancer or maybe you’re just trying to find more leads and allowing people to easily and professionally book time in your calendar? Well, in today’s video, I’m gon na show you everything you require to know to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and enjoy less tension. And I have actually used Calendly for a while now. It is a very simple and fast tool to permit people who have an interest in my organization and in my work to book time with me. I wan na show you how to get things begun. So we’re gon na get things kicked off by entering into our menu, into our account as soon as you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Due to the fact that actually everything is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts. This not only permits Calendly to book those consultations straight to your calendar but it also allows Calendly.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established properly. Just choose include calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to include here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you believe. In most cases, you’re gon na wan na put the name of your service or possibly it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those modifications occur. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the home screen where you can include and edit existing events. I have actually got two events that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for one-on-one meeting.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the option that you choose, you may have some additional choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have several events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting.
And last but not least, we can pick a various color. This is extremely handy if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of